Nathaniel Simons

Net buying

Meritage Group LP — managed by Nathaniel Simons; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-06-30 (filed 2026-08-13) · Source: SEC EDGAR

Portfolio value$2.60B (−2%)

Holdings12 (−1)

Top holdingMicrosoft Corp

Below band0

New

Added

Exited

By what price implies: 6 demand a demanding growth rate, 1 modest.

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Microsoft CorpMSFT	$477.0M	—	43	1,278,653	18.4%	Adding 3q
Amazon Com IncAMZN	$367.6M	—	39	1,542,397	14.2%	Core 8q
Capital One Finl CorpCOF	$265.1M	—	19	1,321,428	10.2%	Big new
TransunionTRU	$263.8M	—	4	3,656,097	10.2%	Big new
Aon PlcAON	$227.0M	—	13	684,518	8.7%	Big new
S&P Global IncSPGI	$206.7M	—	18	507,635	8.0%	Big new
Workday IncWDAY	$200.0M	—	8	1,633,399	7.7%	Adding 4q
Meta Platforms IncMETA	$161.3M	—	35	286,391	6.2%	Big new
Msci IncMSCI	$153.8M	—	7	274,569	5.9%	—
Costar Group IncCSGP	$152.8M	—	7	5,394,164	5.9%	Big new
Toast IncTOST	$95.5M	—	4	3,432,027	3.7%	Big new
Equifax IncEFX	$24.6M	—	10	155,295	0.9%	—

Microsoft CorpMSFTAdding 3q
Value$477.0MValuation—Holders43Weight18.4%
Amazon Com IncAMZNCore 8q
Value$367.6MValuation—Holders39Weight14.2%
Capital One Finl CorpCOFBig new
Value$265.1MValuation—Holders19Weight10.2%
TransunionTRUBig new
Value$263.8MValuation—Holders4Weight10.2%
Aon PlcAONBig new
Value$227.0MValuation—Holders13Weight8.7%
S&P Global IncSPGIBig new
Value$206.7MValuation—Holders18Weight8.0%
Workday IncWDAYAdding 4q
Value$200.0MValuation—Holders8Weight7.7%
Meta Platforms IncMETABig new
Value$161.3MValuation—Holders35Weight6.2%
Msci IncMSCI—
Value$153.8MValuation—Holders7Weight5.9%
Costar Group IncCSGPBig new
Value$152.8MValuation—Holders7Weight5.9%
Toast IncTOSTBig new
Value$95.5MValuation—Holders4Weight3.7%
Equifax IncEFX—
Value$24.6MValuation—Holders10Weight0.9%

Exited this quarter (2)Procore Technologies Inc、State Str Spdr S&P 500 Etf T

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About this investor

Portfolio overview

Meritage Group LP's most recent 13F filing, for the quarter ended 2026-06-30, reports 12 positions worth $2.60B. The top 5 holdings represent 62% of that value, a concentrated portfolio.

The single largest position is Microsoft Corp at 18.4% of the portfolio, followed by Amazon Com Inc at 14.2% and Capital One Finl Corp at 10.2%.

Against the prior quarter, Nathaniel Simons opened 1 new position, exited 2, added to 9, and trimmed 2. The largest new buy was Meta Platforms Inc. The most notable sale was the full exit from Procore Technologies Inc.

Across all 8 quarters on file, Amazon Com Inc has appeared in every filing, as has Transunion. Amazon Com Inc currently ranks second by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

Nathaniel Simons has no positions in the strike zone right now. Browse the whole market by value band

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-13

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